See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,907 | $114,381-30.1% | $107,525-25.7% | $142,382-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 60.45% | 242.71%-182.3pp | 181.32%-120.9pp | 217.08%-156.6pp |
| Employer contribution / active EE | $2,760 | $4,015-31.2% | $3,754-26.5% | $4,299-35.8% |
| Participant deferral / active EE | $10,994 | $5,564+97.6% | $5,116+114.9% | $6,507+68.9% |
| Admin fee / account holder | $425 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |